See the full customer history
Keep account details, conversations, files, invoices, and open work on one record.
AI-powered customer operations platform
One customer record. Every workflow connected.
Unified is an AI-powered CRM that keeps customer records, tickets, messages, files, invoices, and follow-ups together. Eiko handles repetitive work, and UniPortal keeps customers updated.
Eiko is gathered context.
Command Eiko
Give the AI assistant a job and watch it coordinate the work.
02 / 05 LIVE
Eiko is working · Gathered context0/5
Gathered context
10:02Merchant record, ticket history, and device status.
Call summarized
10:04Captured the issue and requested on-site support.
Assigned to Priya
10:05Routed Ticket #482 to Tier 2 Hardware Support.
Support scheduled
10:06On-site visit booked for both affected locations.
UniPortal update published
10:07Customer status posted and confirmation sent.
Current context
CONNECTEDHF
Helio Foods
ID 10284 · GROWTH
POS terminal offline at 2 sites
Ticket #482High
Human review
0Ticket #482
IN PROGRESS- Customer
- Helio Foods
- Owner
- Priya Shah
- Team
- Tier 2 Hardware
Workflow running
0 of 5 actions completed
Gathered contextCall summarizedAssigned to PriyaSupport scheduled
Audit trail
EIKO · 10:02–10:07
What Unified helps your team do.
Finish repetitive work with AI
Use Eiko to summarize, draft, assign, and follow up without searching across separate tools.
Keep customers informed
Give customers a dedicated portal for requests, files, invoices, schedules, and updates.
How it works
SalesforceConnected
HubSpotConnected
ZendeskConnected
SlackConnect
GmailConnect
StripeConnect01
Connect the tools you use
Connect the customer, support, communication, and business tools needed for your first workflow.
Domainacme.com
IndustrySoftware
LocationSan Francisco, CA
02
Bring customer records together
Unified matches related customer information and shows it as one clear account record.
Then
Create taskCustomer check-inOwner · Jordan Lee
Send emailCheck-in emailOwner · Jordan Lee
Add to sequenceAt-risk outreachOwner · Jordan Lee
03
Automate repeated work
Let Eiko and your workflows handle routine tasks, replies, assignments, and follow-ups while keeping the result visible.
Start with one workflow.